New Jersey Resources (NJR) Institutional Ownership

$44.36
+0.17 (+0.38%)
(As of 02:40 PM ET)

Institutional Ownership Changes (13F Filings) for New Jersey Resources (NYSE:NJR)

Current
Institutional Ownership
Percentage
70.98%
Number of
Institutional Buyers
(last 12 months)
154
Total
Institutional Inflows
(last 12 months)
$271.75M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$198.19M
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NJR Institutional Buying and Selling by Quarter

New Jersey Resources Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Bleakley Financial Group LLC5,733$246K0.0%-28.1%0.006%
5/8/2024ProShare Advisors LLC917,203$39.36M0.1%+1.0%0.933%
5/8/2024Avantax Advisory Services Inc.9,357$402K0.0%+2.8%0.010%
5/8/2024Russell Investments Group Ltd.24,292$1.04M0.0%+5.5%0.025%
5/8/2024 Inspire Investing LLC8,349$358K0.0%-3.5%0.008%
5/7/2024Susquehanna Portfolio Strategies LLC8,544$367K0.0%-83.1%0.009%
5/7/2024 Swiss National Bank193,000$8.28M0.0%+0.4%0.196%
5/7/2024 Oppenheimer & Co. Inc.5,314$228K0.0%-30.4%0.005%
5/7/2024 SG Americas Securities LLC89,631$3.85M0.0%+2,652.8%0.091%
5/6/2024 Quantbot Technologies LP38,099$1.64M0.1%N/A0.039%
5/6/2024 John G Ullman & Associates Inc.131,413$5.64M0.9%-1.2%0.134%
5/6/2024 Texas Permanent School Fund Corp85,930$3.69M0.0%+2.0%0.087%
5/2/2024 Jennison Associates LLC40,132$1.72M0.0%+1.3%0.041%
5/2/2024 Mutual of America Capital Management LLC58,572$2.51M0.0%-2.8%0.060%
5/1/2024 Janney Montgomery Scott LLC182,218$7.82M0.0%+5.8%0.185%
5/1/2024 BNP Paribas Financial Markets74,424$3.19M0.0%-16.1%0.076%
5/1/2024 Mirae Asset Global Investments Co. Ltd.44,006$1.89M0.0%-0.9%0.045%
4/30/2024 Retirement Systems of Alabama123,445$5.30M0.0%+1.0%0.126%
4/30/2024 Fortis Group Advisors LLC10,739$461K0.1%N/A0.011%
4/30/2024 Arkadios Wealth Advisors12,193$523K0.0%+3.6%0.012%
4/30/2024 Hazlett Burt & Watson Inc.4,140$178K0.1%-15.7%0.004%
4/29/2024Commonwealth Equity Services LLC124,094$5.33M0.0%+3.2%0.126%
4/29/2024 Principal Financial Group Inc.374,087$16.05M0.0%-5.5%0.381%
4/29/2024 Benjamin F. Edwards & Company Inc.141,320$6.06M0.1%+3.8%0.144%
4/26/2024 Pinnacle Associates Ltd.22,696$974K0.0%-2.3%0.023%
4/26/2024 Yousif Capital Management LLC44,589$1.91M0.0%-1.4%0.045%
4/25/2024 New York State Teachers Retirement System127,679$5.48M0.0%-1.8%0.130%
4/25/2024 Strategy Asset Managers LLC7,942$341K0.1%+5.2%0.008%
4/24/2024 Simplicity Wealth LLC5,733$246K0.0%N/A0.006%
4/23/2024 Louisiana State Employees Retirement System28,300$1.21M0.0%+3.3%0.029%
4/23/2024 Amalgamated Bank51,490$2.21M0.0%-13.5%0.052%
4/23/2024 Raymond James Financial Services Advisors Inc.45,132$1.94M0.0%+17.9%0.046%
4/20/2024 Maryland State Retirement & Pension System83,990$3.48M0.1%+2.4%0.085%
4/20/2024 Kesler Norman & Wride LLC33,543$1.44M0.3%-1.7%0.034%
4/18/2024 State of Michigan Retirement System24,185$1.04M0.0%+3.4%0.025%
4/18/2024 Allspring Global Investments Holdings LLC11,983$514K0.0%+48.4%0.012%
4/18/2024 Claro Advisors LLC15,838$680K0.1%+20.6%0.016%
4/16/2024 Hennessy Advisors Inc.121,834$5.23M0.2%-3.8%0.124%
4/15/2024 Sovereign Financial Group Inc.4,795$206K0.1%-18.7%0.005%
4/11/2024 &PARTNERS9,084$390K0.1%N/A0.009%
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4/10/2024 Cox Capital Mgt LLC75,647$3.25M2.0%+180.8%0.077%
4/10/2024 Keystone Financial Planning Inc.11,677$501K0.2%+70.1%0.012%
4/1/2024 Confluence Investment Management LLC450,647$19.34M0.3%N/A0.458%
3/28/2024 Newbridge Financial Services Group Inc.1,240$55K0.0%-16.8%0.001%
3/22/2024PNC Financial Services Group Inc.36,567$1.63M0.0%-7.0%0.037%
3/15/2024B. Riley Wealth Advisors Inc.10,397$466K0.0%N/A0.011%
3/14/2024 Hennessy Advisors Inc.126,634$5.65M0.3%-2.5%0.129%
3/11/2024Vanguard Group Inc.11,897,288$530.38M0.0%+2.9%12.103%
3/5/2024Wellington Management Group LLP819,693$36.54M0.0%+12.7%0.834%
3/1/2024Goldman Sachs Group Inc.627,027$27.95M0.0%-6.7%0.638%
2/28/2024American International Group Inc.179,335$8.00M0.0%-3.2%0.182%
2/26/2024 Krane Funds Advisors LLC4,960$221K0.0%-56.6%0.005%
2/26/2024Neo Ivy Capital Management3,662$163K0.4%N/A0.004%
2/15/2024Bragg Financial Advisors Inc345,880$15.42M0.7%-0.1%0.352%
2/14/2024Jacobi Capital Management LLC27,643$1.23M0.1%-1.1%0.028%
2/14/2024Tortoise Index Solutions LLC192,497$8.58M1.6%+5.1%0.196%
2/13/2024American International Group Inc.179,335$8.00M0.0%-3.2%0.182%
2/13/2024First Trust Advisors LP1,559,158$69.51M0.1%-1.2%1.586%
2/12/2024Laidlaw Wealth Management LLC6,596$294K0.1%-5.6%0.007%
2/12/2024 Capstone Investment Advisors LLC6,722$300K0.0%N/A0.007%
2/12/2024TFO Wealth Partners LLC2,992$133K0.0%+299,100.0%0.003%
2/12/2024Allianz Asset Management GmbH70,499$3.14M0.0%-29.9%0.072%
2/12/2024Stifel Financial Corp179,835$8.02M0.0%+3.1%0.183%
2/12/2024Steward Partners Investment Advisory LLC31,795$1.42M0.0%+19.3%0.032%
2/12/2024Pine Valley Investments Ltd Liability Co5,116$228K0.0%N/A0.005%
2/12/2024Heritage Wealth Advisors700$31K0.0%N/A0.001%
2/12/2024Hsbc Holdings PLC49,329$2.20M0.0%-61.4%0.050%
2/9/2024 Advisory Services Network LLC38,522$1.72M0.0%+3.3%0.039%
2/9/2024Ontario Teachers Pension Plan Board79,751$3.56M0.0%+26.9%0.081%
2/9/2024Trexquant Investment LP40,028$1.78M0.0%+22.7%0.041%
2/9/2024Corient Private Wealth LLC61,872$2.76M0.0%+17.9%0.063%
2/9/2024Wells Fargo & Company MN2,442,546$108.89M0.0%-5.6%2.485%
2/9/2024UBS Group AG201,401$8.98M0.0%+66.2%0.205%
2/9/2024PNC Financial Services Group Inc.36,567$1.63M0.0%-7.0%0.037%
2/9/2024Norges Bank749,288$33.40M0.0%N/A0.762%
2/8/2024Beacon Pointe Advisors LLC11,201$499K0.0%-8.6%0.011%
2/8/2024Vanguard Personalized Indexing Management LLC12,080$539K0.0%+104.2%0.012%
2/8/2024 Janney Montgomery Scott LLC172,271$7.68M0.0%+20.2%0.176%
2/8/2024Massachusetts Financial Services Co. MA848,770$37.84M0.0%+0.4%0.868%
2/7/2024Avantax Advisory Services Inc.9,102$406K0.0%-20.5%0.009%
2/7/2024Boston Partners289,973$12.78M0.0%N/A0.297%
2/7/2024 Principal Financial Group Inc.395,800$17.65M0.0%+2.2%0.405%
2/7/2024Dimensional Fund Advisors LP2,668,077$118.94M0.0%+0.4%2.728%
2/7/2024 QRG Capital Management Inc.5,984$267K0.0%+7.0%0.006%
2/7/2024Jump Financial LLC5,000$223K0.0%-59.2%0.005%
2/7/2024AGF Management Ltd.23,925$1.07M0.0%+64.7%0.024%
2/7/2024 BNP Paribas Financial Markets88,700$3.95M0.0%-7.1%0.091%
2/7/2024 Teacher Retirement System of Texas42,445$1.89M0.0%-16.3%0.043%
2/6/2024Charles Schwab Investment Management Inc.1,093,098$48.73M0.0%+1.5%1.118%
2/6/2024 Maryland State Retirement & Pension System82,019$3.66M0.1%+1.3%0.084%
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2/6/2024 Private Advisor Group LLC10,163$453K0.0%+10.9%0.010%
2/6/2024 Wealthcare Advisory Partners LLC19,885$886K0.0%N/A0.020%
2/6/2024 Benjamin F. Edwards & Company Inc.136,182$6.07M0.1%+83,963.0%0.139%
2/6/2024 Natixis Advisors L.P.11,926$531K0.0%+10.4%0.012%
2/6/2024 Swiss National Bank192,300$8.57M0.0%-9.8%0.197%
2/5/2024ICW Investment Advisors LLC16,850$751K0.4%+1.8%0.017%
2/5/2024 Victory Capital Management Inc.19,466$868K0.0%-82.8%0.020%
2/5/2024Jackson Creek Investment Advisors LLC20,979$935K0.4%N/A0.021%
2/5/2024 Van ECK Associates Corp1,421$63K0.0%-27.1%0.001%
2/5/2024 Retirement Systems of Alabama122,191$5.45M0.0%+0.3%0.125%
(Data available from 1/1/2016 forward)

NJR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NJR shares?

During the previous two years, 280 institutional investors and hedge funds held shares of New Jersey Resources. The most heavily invested institutionals were BlackRock Inc. ($770.68M), Vanguard Group Inc. ($530.38M), State Street Corp ($458.08M), Dimensional Fund Advisors LP ($118.94M), Wells Fargo & Company MN ($108.89M), Geode Capital Management LLC ($91.59M), and First Trust Advisors LP ($69.51M).Learn more on NJR's institutional investors.

What percentage of New Jersey Resources stock is owned by institutional investors?

70.98% of New Jersey Resources stock is owned by institutional investors. Learn more on NJR's institutional investor holdings.

Which institutional investors have been buying New Jersey Resources stock?

Of the 237 institutional investors that purchased New Jersey Resources stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: State Street Corp ($2.08M), BlackRock Inc. ($756.91K), Norges Bank ($749.29K), Vanguard Group Inc. ($706.22K), Confluence Investment Management LLC ($474.55K), Victory Capital Management Inc. ($457.98K), and Boston Partners ($289.97K).

How much institutional buying is happening at New Jersey Resources?

Institutional investors have bought a total of 12,157,597 shares in the last 24 months. This purchase volume represents approximately $546.70M in transactions.

Which New Jersey Resources major shareholders have been selling company stock?

Of the 157 institutional investors that sold New Jersey Resources stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($1.29M), Massachusetts Financial Services Co. MA ($523.89K), Victory Capital Management Inc. ($460.05K), JPMorgan Chase & Co. ($446.84K), Energy Income Partners LLC ($420.41K), ProShare Advisors LLC ($378.84K), and FMR LLC ($276.30K).

How much institutional selling is happening at New Jersey Resources?

Institutional investors have sold a total of 6,857,634 shares in the last 24 months. This volume of shares sold represents approximately $311.51M in transactions.


This page (NYSE:NJR) was last updated on 5/9/2024 by MarketBeat.com Staff

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